Private Wealth Management Sales

The Role
• Marketing and sourcing New Family Offices by generating leads, providing references and initiating discussions with prospective families
• For Investment Advisory, submitting the Investment Account Opening Application, KYC and other supporting documents to the Compliance Manager
• For Investment Advisory, creating the Client in the Client Reporting system when a new application is received and maintaining/updating Client records in the Client Reporting system
• Creating the Client Portfolio in the Client Reporting system when a new application is received and maintaining/updating information related to Client’s portfolio in the Client Reporting System as and when received from the Client
• Advising Clients on their Financial Portfolio. Discussing suitable investment/divestment financial opportunities with the Client and placing all the Client Investment Orders on the Client Reporting System with the mid office-Order Placement and Execution Desk
• Informing the Client about the Investment Order executed and sending the Trade Advice (Deal Ticket) received from the Mid Office to the Client when a Trade has been executed
• Informing the Finance Manager whenever any Cash related transactions are expected by the Client
• Coordinating with Mid Office whenever any Securities related transactions are expected by the Client
• Sending valuation reports to the clients on regular basis
• Maintaining relationship with client and increasing the wallet size
• Getting referral from families and increasing the breadth of families being covered
• Increase geographical reach and presence
• Maintain all KYC related documents including updating as per Risk matrix and operational policy guidelines
• Increase the product offering

Requirements
• Minimum of minimum 5 years of experience in the financial services industry
• More than 5 years of sales experience in the financial wealth sales industry.
• BA/BS in finance, economics, accounting, business, statistics or math or equivalent work experience
• General working knowledge of the financial services industry and knowledge of banking and lending is a plus

About the Company
Essel Group Middle East (EGME) is the extension of the Essel Group into new territory. A multi-national business headquartered in Dubai, Essel Group ME oversees the business interests of the Essel Group in the Middle East and Africa. The primary focus of the group is the mining of minerals, exploration of oils and hydrocarbons and the acquisition of natural resource assets.

With assets and operations in Kenya, Liberia, Chad, Ghana, Eritrea and so on, Essel Group ME’s oil, potash and iron mining businesses have proved to be financially sound investments. Plans for expansion are underway and this footprint will soon extend further across Africa.

Not content with its success in these areas, the group’s interests have since expanded into the areas of trading, international logistics, food security and relief and education and learning.